大行评级丨Wedbush:予Palantir“跑赢大市”评级及目标价75美元 形容该公司为“AI中的梅西”

港股那点事
Dec 27, 2024

Wedbush分析师Dan Ives对Palantir的评级为“跑赢大市”,并将目标价定为75美元。Ives在周四给客户的报告中表示,仍预计2025年AI支出将在企业预算内“大幅增加”。他形容Palantir为“AI中的梅西(Lionel Messi)”。在AI革命期间,Palantir一直是主要焦点,其标志性产品不断扩展的应用案例,带动了更大的合作伙伴生态系统,以及整个企业级和可供企业使用的生成式AI领域中迅速增长的需求。

Palantir过去一个月涨逾22%,今年累计飙涨约380%,该股是今年迄今标普 500 指数中表现最佳个股。

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